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16 Dec 2021 What’s Your Gray Rhino?

Posted at 14:41h in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP

A few months ago, a 25-year-old Chinese company called Evergrande was all anyone could talk about, and not for any good reason. In fact, the question most commonly posed in regard to Evergrande was, "Is this China's 'Lehman moment'?" a reference to the now-defunct bank...

11 Nov 2021 There Are Two Kinds of Squirrels In This World…

Posted at 16:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP

When you have a puppy that requires long walks 2-3 times a day, you notice a lot of things about your neighborhood you otherwise wouldn’t. For starters, there are a lot of dogs in my neighborhood, and more people have heat pumps than I would...

14 Oct 2021 The American Families Plan: Will You Pay More?

Posted at 13:43h in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP

The American Families Plan (AFP) is not yet law but we know what's in it, at least in its current form. (I wrote a summary of it a few weeks ago.) There's no guarantee the bill will survive the inevitable negotiations in the House and...

16 Sep 2021 The 411 on President Biden’s “American Families Plan”

Posted at 16:16h in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP

A little over a year ago I wrote a Brief about the tax plan Joe Biden was proposing during his campaign to be the Democrat nominee for President. Here we are, 13 short month later, and the White House has unveiled their new "American Families...